Software & Application Layer

11 companies · equal-weighted basket and peer medians.

1M basket

+0.20%

3M basket

+22.65%

YTD basket

-10.98%

1Y basket

-2.31%

Equal-weighted, normalized to first day

Cross-sectional reference for category members

P/E

92.7×

Fwd P/E

54.2×

P/S

17.1×

EV/S

17.1×

EV/EBITDA

33.1×

Rev YoY

+32.20%

Gross M

+79.78%

Op M

-2.21%

FCF M

—

Detail for all 11 companies in Software & Application Layer

Swipe to see more

Ticker	Mcap	1D	YTD	1Y	EV/S	Rev YoY	OpM	Opp	Class
SNOWSnowflake	$86.29B	+9.65%	+13.49%	+12.18%	17.1×	+33.50%	-22.17%	44	Weak
PLTRPalantir	$270.73B	+5.28%	-36.47%	-21.71%	50.3×	+84.70%	+46.18%	55	Overpriced
NETCloudflare	$84.21B	+4.67%	+20.33%	+24.24%	35.7×	+33.50%	-9.69%	40	Weak
DDOGDatadog	$85.35B	+8.52%	+76.31%	+82.86%	22.3×	+32.20%	+0.80%	48	Overpriced
CRWDCrowdStrike	$178.47B	+3.31%	+49.56%	+38.77%	34.3×	+25.60%	-2.21%	35	Overpriced
NOWServiceNow	$101.42B	+9.85%	-35.81%	-51.39%	7.1×	+22.10%	+13.34%	44	Weak
MDBMongoDB	$25.26B	+6.77%	-25.18%	+50.10%	8.8×	+25.20%	-3.61%	47	Fair
GTLBGitLab	$4.91B	+5.75%	-22.54%	-34.28%	3.6×	+23.10%	-5.96%	51	Fair
TEAMAtlassian	$19.98B	+5.44%	-51.44%	-60.33%	3.2×	+31.70%	+9.38%	53	Fair
FIGFigma	$9.84B	+10.57%	-50.17%	—	7.1×	+46.10%	-41.21%	44	Weak
APPAppLovin	$160.27B	+6.99%	-29.20%	+37.31%	26.2×	+59.00%	+78.15%	69	Compounder

Slug: software